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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,071 | $154,228-48.7% | $145,433-45.6% | $137,256-42.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 27.23% | 74.59%-47.4pp | 66.58%-39.3pp | 220.34%-193.1pp |
| Employer contribution / active EE | $12,750 | $4,804+165.4% | $4,554+179.9% | $4,156+206.8% |
| Participant deferral / active EE | $12,750 | $8,216+55.2% | $7,897+61.4% | $6,407+99.0% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |